We help successful consultants & business owners to prudently plan, and transition from full-time employment. We offer a boutique service where a professional and personal touch is our mission.
Informed Decisions Financial Planning is one of Ireland's only non-commission and ruthlessly Independent firms. We enjoy long-term and mutually beneficial relationships with a select number of valued clients across the country.
Self-employed consultants and business-owners who have accumulated north of €500,000 of investment and pension assets
Most of our clients are retired or plan to be within 10 years. Our boutique services are specific to their circumstances
We work with clients on the basis of a trust and respect for each other. We guide clients on all aspects of their financial lives
Clients seek our help when they finally want to work with a firm that is looking out for them and who do it on a transparent fee basis
If this sounds like you, and you are seeking help, please get in touch here. First step is an initial phone call in total confidence, and at no expense to you.
A sample of what we will do for you as part of our MasterPlan™ Maintain Programme
We are committed to truly independent investment & retirement income planning. In the first instance we will work together to create your own Informed Decisions MasterPlan. Only then will we consider any changes in your investment or retirement planning. We then work closely together over the long-term; where we will tell you the unvarnished truth, challenge you when needed, and help you make tactical changes which benefit you.
Our investment philosophy is based on the optimum wealth management and investment strategies available globally. Using expert consultation, we create cost effective portfolios that are diversified and proven. The focus is always on achieving real returns over the long term, not on complexity, high-costs and confusion.
We are currently seeking long term client relationships that match the above profile. We deliver a valuable and personal service, where you stand the highest probability of achieving your goals.
If you feel we might be a good fit, please get in touch to arrange an initial call. When we decide to proceed, this is the journey you can expect:
In our first face to face meeting we focus on you. We explore you, your goals, your concerns and the life you want to live. This meeting is at our expense.
We take what you have told us in our first meeting and create your financial MasterPlan. This will answer your biggest financial questions and detail the strategy required to achieve you and your business financial goals.
When it is of benefit to you, we will make the changes required in your structures and planning. We establish the portfolios best suited to achieve your desired results, reduce costs and optimise tax opportunities.
We know each other well by now. We continue our relationship through meeting each year, and regular contact. We help you avoid costly mistakes, and to stick to your MasterPlan.
In all circumstances, you will be informed of all costs before giving the go-ahead on any regulated advice. We express the values we add to client's live here in our Client Care Programme. We do not sell products – we do not earn commissions – we do not predict the future – we do not advise clients to do anything we do not do ourselves with our own finances.
Discover the non-standard and client focused services we offer